vCIO Excellence Membership Program


Clients traditionally view MSPs as vendors managing their IT infrastructure rather than potential business partners. This misconception is a substantial roadblock when it comes to differentiating, communicating and monetizing your expertise. We're here to change that.

Our consistent, effective Account Management and vCIO operation helps MSPs present themselves as high-value business partners and provides them with the know-how, guidance and time they need to build a practice internally.

Enroll Today


Excel Your Career


From designing an offering to pricing and packaging, you'll learn everything there is to know about vCIO services. Grow your MSP into a trusted, reliable partner for your clients.

Save Time

By leveraging our evidence-based processes, blueprints and practices for vCIO and Account Management, you can spend more time engaging with your clients and less time creating programs from scratch.

Stay Ahead of the Curve

Become an integral part of the most progressive vCIO community yet. Access expert coaches, participate in private masterclasses and obtain a continuously developing resource library to better adapt as technology evolves.


Your clients probably aren't aware of the business potential your technology services provide. Through the vCIO Excellence Membership Program, you'll take an evidence-based, humanized approach to IT that proves to your partners you're so much more than an MSP. 

Get started today to give your business the expert tools and community it needs to become a strategic business partner!


It's As Easy As 1, 2, 3.


Step 1: Discuss and identify the unique challenges facing your business

Step 2: Find a smart goal other MSPs have used to solve these challenges 

Step 3: Sign up and watch your business grow




Expert Guide

After starting his own vCIO practice, Adam Walter has grown his program into a lucrative service for small businesses in a very short amount of time.

He has been training and crafting materials for MSPs worldwide to unlock their potential for becoming high-value business partners, and he wants to help yours next.

See Adam's Profile



Every MSP has its own unique vision, personality and goals, which is why we believe in the power of human engagement.

By participating in our quarterly planning sessions, meeting with us on weekly community calls and posting questions on the community board, you'll uncover a solid action plan that takes a customized, personal approach to IT solutions.



vCIO Excellence Membership Program


Start Transforming Your MSP Today

Billed annually
Billed monthly


Learn and Develop



per month

Quarterly Planning Session

Video Channel

Private Community Portal

Weekly Community Meeting

Monthly Seminars

On-Demand Training

vCIO Template Library

One User Access

Most Popular


Roadmap and Guidance



per month

Everything in Standard, Plus...

Custom Development Roadmap

Monthly Accountability Peer Group Session

Private Slack Channel

Unlimited User Access

1-1 Coaching

Accelerated Success



per month

Everything in Premium, Plus...

Weekly 1-1 Coaching Sessions

Custom Video Education

Custom Report Building

Custom Service Building

Monthly Progress Report

Live Masterclasses, On-Demand Training, and access to coaches!




Training Where You Need It, When You Need It

We get it — you're busy. That's why we offer three convenient programs with distinct goals to deliver a world-class program to your clients in record time. Whether you want to increase MRR, recover money left on the table, or build a foundational vCIO program, our training has got you covered! 

Strategy Track

Generate $3,000 MRR for vCIO services
in 90 days.


  • 1. Defining the vCIO role and responsibilities

    (Example recorded session.  To get the rest subscribe to VEP!)

    A vCIO program is more than just hiring an individual vCIO to run QBRs.  In this session, we discuss the various components of an effective vCIO program and what responsibilities they are to take on. 

  • 2. Define the Annual, Quarterly and Monthly Cycles

    (For recoded session access subscribe to the VEP today!)

    Building a cycle or cadence needs to be simple. Complex cycles will fall apart in our operational workflow. Here is a simple review of how to adapt a cycle that won't add complexity to your environment.

  • 3. Delegate vCIO roles to existing assets

    (For recoded session access subscribe to the VEP today!)

    Here we dive deeper into the conversation from Session 1. Don't think of the vCIO as an individual, think of it as a framework or set of activities within your organization. In this manner, you can hire appropriate resources, coordinate activities, and deliver a scalable and sustainable program to your clients.

  • 4. Run a Strategy/SWOT Analysis

    (For recoded session access subscribe to the VEP today!)

    How to have an annual session with your clients that will differentiate your MSP as well as increase client engagement. You need a stable framework to discuss what is going on with your client's business each year. Here we discuss how a SWOT can take things to the next level with your clients.

  • 5. Run an IT Budget Session

    (For recoded session access subscribe to the VEP today!)

    An IT budget session is a great way to discuss the true value of engaging in managed services.  This session is intended to teach engineers how to deliver an annual budget to give the client visibility into IT spend so they can make more informed decisions.

  • 6. Package and Price vCIO Services

    (For recoded session access subscribe to the VEP today!)

    Pricing and packaging up vCIO services can be tricky. Are you an all-inclusive MSP or are you itemizing engagements?  Either way your vCIO services will generate revenue but how?  We will answer these questions and be showing you how to set prices for your services.

  • 7. vCIO Masterclass Capstone

    (For recoded session access subscribe to the VEP today!)

    Here we wrap up the program. You have everything you need to deliver a world-class experience to your clients. The next thing is to schedule client kickoff sessions! This is not as clear cut as it sounds but we will give you some basic principles to follow that will ensure everything goes smoothly!


Generate $100,000 Project Revenues
in 90 days


  • 1. Pick the right clients


    The right clients is just about all of them, what we want to do is pick out the right activities for our clients.

  • 2. Pick the right projects [project library]

    Technology Stack assessments and similar processes to create projects and activities for the client.

  • 3. Set up the Technology Assessment Template

    Set a tried and true report to increase project revenue quickly with a client by measuring their adoption.

  • 4. Preparation for a QBR

    How do we create an effective QBR? Many times when we deliver a QBR we are talking about tickets and SLA. Here we walk you through a progress report that will attract the right people in the room with the right topics.

  • 5. QBR Role Playing

    What does the QBR we discussed in the last session actually look like in delivery?  Here we will role play the specific ideas presented in a quality QBR.

  • 6. Financial management with roadmaps

    Roadmap planning tools allow you to create a visual for spending with your client.  If you couple this with the Budget session from the strategy series you have a potent combination for client engagement.  In this session we will walk you through an effective roadmap tool that you can use to increase engagements.

  • 7. Proper follow up with pdfs and digital

    Here we show you how to share dynamic reports via a shareable link so the client can see the progress on annual tasks over time.

  • 8.Operations Masterclass Capstone

    You now have all the tools & techniques to start generating increased project revenue.  Now you just need to follow up with your clients and start engaging!

Team Foundations

Build a scaleable vCIO program 
in 60 days

COURSE COMING SOON! (February 2020)

  • Week 1: Schedule 3 test client meetings

    Scheduling your first meetings is the key way to ensure that you stay focused.  We need to set these meetings for Week 5.  By then we will have everything set up to have a good conversation with the clients. 
  • Week 2: Customize the Strategic Report template

    Before delivering a report to your client you need to organize your core services and customize the report for delivery.  Every MSP is different so we have created a framework for you to work within and organize your offering.  After this, you simply need to customize the layout and define what kind of strategic exercise you want to do with your clients
  • Week 3: Customize the Technical Stack audit

    The Technology Stack Audit creates a comprehensive assessment of the technology resources in use within an organization and compares that with your technology stack to provide an easy to understand Technology Health Score.  The Score can be used to track the overall status and progress of an organization, while the elements of the Score build a roadmap to keep clients aligned with technology guidelines.

  • Week 4: Customize the Office 365 template

    Customizing the O365 report template can be very quick or complex. It all depends on your service offerings.  If you offer the full suite of MS products then you can probably just accept the report as-is but we still recommend looking it over and making sure there are no outdated items since Microsoft changes things all the time and it is hard to keep up with it.

  • Week 5: Present SWOT sessions to scheduled test clients

    SWOT Strategies may be the most important activity that you do to distinguish from other MSPs.  You can use any strategic methodology you are familiar with but in this course, we focus on SWOT.  It is easy to learn and deliver. As well your clients will all be familiar with the framework.  

    This week you will follow up on the sessions that you scheduled in week 1. Then you will take these sessions and schedule some time with an internal team to review possible action items to recommend to your client.

  • Week 6: Run audits with test clients

    During audit week there is a fair amount of activity going on. For our first round this week the clients should be well known to you. This means the TSA and O365 audits can be handled completely in-house fairly quickly.  

    However, for new clients, this usually means you need to go on-site to perform the audit or scheduling out an hour for a phone call with them.

    For smaller MSPs the vCIO is doing all the auditing but as you grow you will need team members who are well versed in these processes. You should also take time this week to delegate the activities to appropriate personnel and train them on how to use the reports.  

    Once the audits are complete, open the reports in the platform and review the outcomes for next week's review session with personnel who performed the audits.

  • Week 7: Present Recommendations to test clients

    Delivering Business Focused Meetings

    • Align recommendations with goals
    • Build a roadmap for the year
    • Gain approval for the roadmap
  • Week 8: Your next steps

    You have defined a program, you have delivered to your 3 clients,  now what do you do? 

    Here we outline how to take the feedback and create a sustainable program that will constantly evolve over time.

Video Channel

You and your team are too busy to waste time on continuous development, so we'll break it down for you in easy-to-follow videos.

The vCIO Video Channel is a convenient mobile video channel format that helps you learn, think and get inspired anytime, anywhere. 


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On-Demand Courses

Virtual C Academy has a wide variety of online courses that teach vCIOs to learn hard and soft skills and engage clients on a business level.

You'll learn...

  • How to develop and maintain an IT Budget
  • How to conduct an IT Strategy Workshop
  • How to monetize on Office 365 consultation
  • How to deliver IT Security Assessments
  • How to facilitate vCIO Needs Assessments
  • How to implement a vCIO-led sales process



Pre-Built vCIO Report Templates, Videos, and Infographics




vCIO Service Templates

We offer 4 vCIO service bundles for different sizes of clients that cover Strategic, Execution, Project and Educational services. The pricing and packaging modules with effective rate calculations will allow you to build up profitable offerings. 40 Ongoing Services and 108 vCIO Project Service Templates allow you to have an answer for 95% of your vCIO-related demand.

vCIO Service Templates


vCIO Structured Report Templates

Deliver vCIO services through productive, effective and high-value meetings. Choose from seven available report templates to conduct IT Strategy Workshops, Microsoft Office 365 Audits, Security Assessments, IT Budget Workshops and so on. A complete scoring methodology, categorization and recommendation library is available for customizing your Technology Best Practice and Technology Stack Standard Scoring. Make the reports your own and generate IT Development Roadmaps in minutes!

vCIO Structured Report Templates


Who made the transition...



Let's Get Started

Closed Community Access

Share ideas, submit questions and discuss hot topics with fellow vCIOs. Make sure you're ahead of the curve by being part of the most exclusive vCIO group available today. The community portal gives you access to closed content and resources.


Monthly Member-Only Seminars

You can participate in online seminars every month to learn and implement new S.M.A.R.T. goals such as:

  • Build an Engaging IT Strategy Workshop
  • Build your vCIO program
  • IT Budget Strategy
  • IT Technology Stack Audit
  • IT Strategy Development Service
  • Monetize Microsoft 365 Services
  • Disaster Recovery Planning



1-1 Coaching

Adam's coaching approach is agile and result-driven. He always starts with performing an assessment, then helps you set achievable goals in incremental values. This approach allows the MSP to get the vCIO set up and running quickly so they can start earning incomes from the clients helping finance the development process.

With one-on-one coaching, you'll learn how to create positive feedback loops, keep clients happy and give company owners full control of the process.



Without an effective process, you risk sabotaging your relevancy, your perceived value, and your own growth potential.


Let's Get Started


We Have No Time

With this program, success comes quickly. The narrow scope, ready-to-use templates, course materials and intuitive tools make the implementation process easy, seamless and fast. 

We Have No Money

Though it is an investment, you'll invest in yourself and in your people. You'll and end up generating a ton of revenue with new projects, services, and clients. The payoff is more than worth it.

We Have vCIO Already

No matter how engaged your clients are or how your vCIOs grow, our community, masterclasses and coach access gives you the extra boost needed to help your team to do more with less.

We Aren't Ready Yet

No matter what state your current maturity is in with account management, vCIO or sales, the program gives you the concepts and tools you need to execute and advance your current practice.

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